Import Journal Items from CSV/Excel file
This module is used to import journal items from CSV/Excel files. You just enable the group 'Import Journal Item' in the user setting then after that user can import journal items from the CSV/Excel file. You can import custom fields from CSV or Excel.
Related Modules
Hot Features
Features
- User Setting: Enable group 'Import Journal Items'.
- Easy to import journal items from CSV or Excel files.
- Import journal items in a single click.
- Easy to import custom fields.
- Easy to import custom fields from CSV or Excel.
- Easy to Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.
- Easy to import customer by Name, Reference, Id.
Enable group 'Import Journal Items'.
As you can see the button 'Import Journal Item' in Journal Items form view.
After clicking the button 'Import Journal Items' one wizard will popup. Select a file type (CSV or Excel) and upload the file.
As you can see the whole imported journal items in line at journal entries.
CSV/Excel file formate must be like this.
About Fields
| Column | invoice Model | Field Name | Description | Required |
|---|---|---|---|---|
| A | Journal Items (account.move.line) | Account | Define the Account | Yes |
| B | Journal Items (account.move.line) | Partner | Define the Partner. | No |
| C | Journal Items (account.move.line) | Label | You have to enter the Label. | No |
| D | Journal Items (account.move.line) | Analytic Account | Define the Analytic Account. | No |
| E | Journal Items (account.move.line) | Amount Currency | You have to enter the Amount Currency. | No |
| F | Journal Items (account.move.line) | Currency | Define the Currency. | No |
| G | Journal Items (account.move.line) | Debit | You have to enter the Debit Amount here. | No |
| H | Journal Items (account.move.line) | Credit | You have to enter the Credit Amount here. | No |
| I | Journal Items (account.move.line) | Custom Fields | You can import custom fields from here. Please go to the "Custom Fields" tab for more details. | No |
General Notes:
1)
Don't remove the column from the sample sheet given, you can leave an empty column if the column is not the required type. You can see the table above for that.
2)
Don't change the sample sheet column sequence.
3)
Please don't use excel if you don't know the very well sheet formatting which is given in the sample sheet. Use CSV for hassle-free import without format issue. If you want to use excel and want to clear the format then please check this video.
4)
Add Custom Fields or Non-Exist Standard odoo fields at the end, For adding those fields pls check the custom fields section.
Custom Fields / Non Existing Standard Fields
Do you want to import fields which is created by any custom modules, odoo studio, or standard odoo fields which are not present inside the sample sheet provided in the module? You can add all those kinds of fields in the sheet at the end after the sample sheet fields it means from column "I".
Videos
Version 17.0.1 | Released on : 12th December 2024
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
- Please Contact Us at [email protected] to request customization.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- Yes, we provide free support for 100 days.
- No, We do not provide any kind of exchange.